By John Stone Next week, I will be presenting with Charles Schwab on national webinar for Registered Investment Advisors. The focus is on shaping digital strategies in support of the RIA Stands For You campaign. Many of our financial advisor clients are late adopters of social media and digital marketing. Why? The advisory business is […]
Don’t forget to support your local small businesses on Small Business Saturday, November 24, 2012. The annual event, founded by American Express, encourages shopping at local, independent small businesses on the day after Black Friday. According to the inaugural Small Business Saturday Insights Survey, released November 8th by the National Federation of Independent Businesses (NFIB) […]
Schwab is investing millions of dollars in the RIA Stands for You online campaign. It is an opportunity for clients of Schwab Advisor Services to put the marketing muscle of Schwab to work for their own firms. By focusing the campaign online, Schwab is validating the power and growing importance of digital and social […]
At the FutureM/IMS Keynote – “Advice from a CMO: How to Avoid Digital Fads and Focus on Things That Work“, Marty St. George, SVP of Marketing and Commercial Strategy at JetBlue shared a top-10 list. How does this apply to your business? 1.Know what you stand for and how the program fits in 2.It has to fit the […]
Judy Gern, Revenue Architects Senior Client Partner, recently published this article in EContent, a leading authority on the businesses of digital publishing, media, and marketing. Here is an excerpt (click the image below to launch the full article)
There are a range of terrific CRM solutions out there and we have tried several for both client installations and our own team’s use. We settled on Salesforce.com based on the richness of functionality, the level of demand we see with our own clients and some excellent integration opportunities. In addition to integrating fully with […]
Since the private equity business is dependent on relationships with a finite number of LPs, executives and entrepreneurs, you need to be sure you can identify every potential opportunity to engage with your target audience. With 3 out of 4 Americans using social media, various platforms like LinkedIn, Twitter and Facebook have become an extremely […]
Judy Gern, Senior Client Partner with Revenue Architects, recently posted an article on the Vocus blog that deserves some further sharing. The key message is that by using symbols creatively in emails, open rates can see dramatic results. Click on the image below to visit the original post on the Vocus Blog.
Good Qualification is Vital One of the critical drivers for revenue success is an increase in close rates by the sales team and effective qualification is critical to that metric. Not only will effective qualification help the sales team focus on the right deals, the very exercise of qualification inspires better engagement tactics in the […]
If I were building a sales team, I could learn something from team USA for the 2012 Ryder Cup and Davis Love’s Captain’s Picks! So, here is the team and why you want them: 1) Tiger Woods If there was one person from planet earth that you would put up against the aliens, wouldn’t it […]